Poehling Capital Management’s Credit Suisse Group CS Stock Holding History

Poehling Capital Management’s Portfolio CS Stock Details CS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-24,137	Closed	-$195K	–	122
2020 Q1	$195K	Sell	24,137 -12,555	-34%	-$146K	0.14%	90
2019 Q4	$494K	Buy	36,692 +300	+0.8%	+$3.83K	0.32%	70
2019 Q3	$444K	Sell	36,392 -470	-1%	-$5.65K	0.33%	67
2019 Q2	$441K	Buy	36,862 +265	+0.7%	+$3.23K	0.3%	73
2019 Q1	$426K	Sell	36,597 -280	-0.8%	-$3.34K	0.31%	75
2018 Q4	$400K	Sell	36,877 -7,135	-16%	-$88.2K	0.39%	67
2018 Q3	$658K	Buy	44,012 +13,355	+44%	+$204K	0.47%	59
2018 Q2	$456K	Sell	30,657 -13,565	-31%	-$219K	0.4%	65
2018 Q1	$742K	Buy	44,222 +610	+1%	+$11.2K	0.6%	52
2017 Q4	$778K	Buy	+43,612	New	+$721K	0.66%	50

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Poehling Capital Management's CS Position: Q2 2020 in Review

Poehling Capital Management sold out of Credit Suisse Group (CS) in Q2 2020, closing a stake of 24,137 shares — an estimated $195K sold.

Poehling Capital Management first reported a position in CS in Q4 2017 and held it in 10 quarters. The position peaked at $778K in Q4 2017. 172 funds tracked by Wall St. Rank hold CS as of Q2 2020.

Poehling Capital Management reported no remaining Credit Suisse Group position as of Q2 2020 after selling out during the quarter.
Poehling Capital Management sold 24,137 Credit Suisse Group shares in Q2 2020, an estimated $195K.
Poehling Capital Management first reported a position in Credit Suisse Group in Q4 2017 and held it in 10 quarters.
Poehling Capital Management's Credit Suisse Group position peaked at $778K in Q4 2017.
172 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2020.

Based on Poehling Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.